The Canadian Securities Institute and the Association of International Wealth Management, are bringing the Certified International Wealth Manager (CIWM) designation to Canada.
Meagan Balaneski of Vermilion, Alta. has achieved the highest mark in the country.
Client retention is one of the least-understood aspects of being a successful advisor.
Set your fees wisely and pursue wealthier clients to keep book turnover down, says a report by PriceMetrix.
Barometer Capital Management is launching the Barometer Disciplined Leadership Equity Fund.
Beware of poseurs the next time you hire staff.
The Ontario Securities Commission’s independent advisor panel is continuing to lobby for eliminating embedded mutual fund fees, and it says evidence in the UK shows the new fee model is working.
Americans living in Canada who have money with Fidelity Investments are getting a helping hand on their taxes.
This course is no longer eligible for CE credits. Go to cecorner.ca to find eligible courses. OBJECTIVE No one likes losing money on an investment, but claiming capital losses can reduce your tax bill and ease the pain. Tax loss selling is a technique for harvesting capital losses in non-registered accounts so they can be […]
The carpenter you asked to install your hardwood floors can teach you about becoming a better advisor.